Worked scenario
Annual contracts with visits nobody scheduled
A contract that includes visits nobody schedules is revenue recognised against work that quietly does not happen, and a renewal that will not come.
3 min read
A contract is sold covering several treatments across a year. The first is usually performed at the point of sale. The rest depend on scheduling.
Unperformed visits are a liability
The money is taken and the obligation remains. Customers who receive fewer visits than they paid for do not renew, and frequently say why only at renewal.
Generate the schedule at sale
Creating the full visit schedule when the contract is signed converts an intention into work in the diary. It is the same information, held somewhere that produces action.
What changes
- Contracted visits generated as scheduled work at sale
- Visits due and overdue visible per contract
- Renewal position informed by whether service was delivered
- Customers approaching renewal contacted with a service record
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